Corporate Access Specialist

Capital Group • Los Angeles, NY

11d

About The Position

The Corporate Access Specialist joins Capital Group’s 14-person Global Corporate Access team, which serves as a central point of contact and coordinating body for corporate access events across the firm. The role is part of the Americas team and is responsible for originating and managing events in the Americas region and allocated sectors, and curating access to corporates, experts, and government entities. Events include site visits, conference calls, roadshows, conferences, and bespoke research trips. The position liaises among Capital Group investment teams, corporate representatives, third-party investor relations firms, and sell-side brokers.

The specialist develops relationships with investment professionals to understand their investment philosophies and workflows, and works with company management teams to arrange meetings. The role also builds external relationships, coordinates event logistics, maintains engagement data in CorpAxe, collaborates with internal partners and global teammates, and may travel with the investment group. The position is based in the Americas; listed salary ranges vary by location.

Requirements

• At least 5 years of experience in financial services.
• Bachelor’s degree.
• Exceptional written and verbal communication skills.
• Strong project and program management skills, including the ability to manage multiple priorities and timelines in a fast-paced environment.
• Passion for Corporate Access and understanding of its importance in the investment process.
• Ability to engage confidently and build strong relationships with C-level executives and senior investment professionals.
• Client-centric mindset, strong judgment, integrity, and experience handling confidential or sensitive information.
• Proficiency in Microsoft Suite programs and CorpAxe.

Nice To Haves

• Experience in Corporate Access, Investor Relations, research, or related financial services.
• Advanced degree or certifications, such as CFA Foundations or an Investor Relations Certificate.
• Spanish language skills and knowledge of Latin American companies, markets, and government landscape.
• Familiarity with CapIQ.AI tools.

Responsibilities

• Develop relationships with investment professionals to understand their investment philosophy and workflow, and originate high-impact meetings and events.
• Serve as a point of contact with company management teams, including CEOs, CFOs, other C-suite executives, and Investor Relations teams, to secure meetings for investment professionals and represent Capital Group appropriately.
• Guide new analysts with insights on company preferences to facilitate relationship-building opportunities.
• Build relationships with corporate Investor Relations teams, brokers, and third-party vendors.
• Educate corporate stakeholders about Capital Group’s investment philosophy to strengthen the firm’s brand and trust.
• Travel with the investment group to deepen internal and external relationships.
• Partner with sector meeting planners and coordinate logistics as needed for seamless execution of corporate access engagements.
• Maintain data related to corporate access engagements and investment-team usage rates in CorpAxe.
• Collaborate with Compliance, Meetings & Events, Research Data Services, Technology, and Sales.
• Coordinate with global corporate access teammates in the United States, London, and Asia.
• Monitor the team inbox.

Benefits

• Competitive salary.
• Individual annual performance bonus.
• Capital annual profitability bonus.
• Retirement plan with a company contribution of 15% of eligible earnings.
• Generous time-away and health benefits from day one.
• Opportunity for flexible work options.
• 2-for-1 matching gifts for charitable contributions and opportunity to secure annual grants for organizations.
• On-demand professional development resources.
• Company-funded retirement contribution factors in salary and variable pay, including bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level